About This Session:
How are your financial advisor peers thinking about allocating to alternative investments? Unpack your lunch and join Stephen Caruso, director of Cerulli’s Advisor Research Collaborative (ARC) and Daniil Shapiro, CFA, director of product development, for a 45-minute lunch and learn session on alternative investments. Explore the benefits of allocating to these investments, barriers to adoption, and our thoughts on how to access and deliver these investment solutions to your clients.
Learn More About Cerulli’s ARC:
Cerulli’s Advisor Research Collaborative (ARC), is the largest financial advisor research network in the U.S. For over 30 years, it has served as the foundation for Cerulli’s strategic intelligence on the U.S. wealth management marketplace. More than 2,000 financial advisors regularly participate in the Collaborative to benefit from shared insights and recommendations.